← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
826	Independent Advisor Alliance Charlotte, North Carolina	$1.2M	+$377K	1	0.03%	Increased
827	Carlyle Group Washington, District of Columbia	$1.2M	$0	1	0.01%	Maintained
828	AU AlphaGrep UK London,	$1.2M	+$510K	2	0.36%	Increased
829	IWA Inspirion Wealth Advisors Libertyville, Illinois	$1.2M	$0	1	0.14%	Maintained
830	Intesa Sanpaolo SpA. Turin, Italy	$1.19M	-$267K	1	0.04%	Reduced
831	Ancora Advisors Cleveland, Ohio	$1.19M	+$977K	5	0.02%	Increased
832	SIG Brokerage New York	$1.18M	+$72K	2	0.02%	Increased
833	MLIM Mountain Lake Investment Management Boca Raton, Florida	$1.18M	-$335K	1	0.74%	Reduced
834	Tokio Marine Asset Management Tokyo, Japan	$1.18M	+$28.1K	2	0.04%	Increased
835	OL Odyssean LLC Darien, Connecticut	$1.17M	+$1.25M	1	0.19%	New
836	Pallas Capital Advisors Braintree, Massachusetts	$1.16M	+$954K	3	0.04%	Increased
837	Krilogy Financial St. Louis, Missouri	$1.16M	+$818K	2	0.03%	Increased
838	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.16M	$0	1	0.1%	Maintained
839	Mather Group Chicago, Illinois	$1.16M	+$550K	7	0.01%	Increased
840	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$1.15M	+$21.8K	1	0.04%	Increased
841	LCS Levin Capital Strategies New York	$1.15M	-$5.46M	3	0.08%	Reduced
842	SAM Sompo Asset Management Tokyo, Japan	$1.14M	-$34.2K	1	0.19%	Reduced
843	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$1.14M	-$479K	2	0.01%	Reduced
844	Zacks Investment Management Chicago, Illinois	$1.13M	-$4.51M	3	0.01%	Reduced
845	Fifth Third Wealth Advisors Cincinnati, Ohio	$1.13M	+$267K	2	0.03%	Increased
846	CCAM Crystal Cove Asset Management Newport Beach, California	$1.13M	+$1.17M	1	1.23%	New
847	Larson Financial Group St Louis, Missouri	$1.11M	+$598K	13	0.03%	Increased
848	MC Machina Capital Paris, France	$1.11M	+$906K	1	0.18%	New
849	MWA Medallion Wealth Advisors Farmington, Connecticut	$1.11M	+$104K	5	0.35%	Increased
850	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$1.11M	-$5.37M	1	0.01%	Reduced